# Greystone Programs, INC. DC Plan
Source: https://planprovider.pro/companies/greystone-programs-inc-plan-002

> Greystone Programs, INC.'s DC plan: 254 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Greystone Programs, INC.

- **Sponsor EIN:** 141608318

- **Sponsor Address:** 700 SOUTH DRIVE, HOPEWELL JUNCTION, NY, 12533

- **Plan Type:** DC

- **Total Participants:** 254

- **Total Assets:** $5.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|254|$5.3M|$64,941|$246,124|

| 2023|190|$4.9M|$13,418|$238,947|

| 2022|182|$4.4M|$64,766|$262,006|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$56,749|$15,155|—|—|—|

| 2023|$51,002|$13,256|—|—|—|

| 2022|$50,174|—|—|—|—|

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